Financial services marketing support group the Yardstick Agency has teamed up with video engagement platform Money Alive to help advisers communicate more efficiently with their clients during the pandemic.

Money Alive helps advisers engage with clients through their interactive video box sets, designed to explain complex financial topics such as pension freedoms, drawdown review and long-term care in an impartial, accessible way.

Yardstick Agency founder and director Phil Bray said: “When we set up the business three years ago our ambition was to help connect more consumers with great financial planning. We know that content production is vital to achieving this aim and video plays an important role.

“However, the cost of producing video content is often a huge barrier for advisers and planners. The Money Alive proposition removes this barrier and makes high-quality, engaging videos, available in a cost-effective way.”

Yardstick Agency clients who also use Money Alive will receive additional Money Alive credits, which come with subscriptions to the service, to use with the videos.

Money Alive chief executive Andy Kirby said: “We are delighted to be working with The Yardstick Agency and their clients. With over 100,000 videos watched on the platform, over 98% of 2,000 viewers valued their financial planner giving them access to Money Alive. A subscription to the service can help advisers and planners save time, reduce risk, and provide valuable evidence of client engagement and understanding.”

Elements of this article was previously published on Professionaladviser.com

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